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More Than a Fad: The Long-Term Value of Behavioral Finance

In this free webinar, XY Planning Network’s Director of Partnerships, Jordan Hutchison, puts a new spin on behavioral finance, pushing beyond behavioral bias to explore the ways in which advisors can effectively leverage behavioral science in their firms to enhance everything from the client experience to the prospecting process. Jordan frames the conversation around the value of financial advice, explains how personalization goes well beyond portfolio construction, explores the different life transitions people navigate, and breaks down the importance of identity and finding flow. If you’re wondering how behavioral finance can help you build a better firm, then you won’t want to miss this webinar.
 
 
 
Event Details

Listen in as Jordan shares his expert advice on:

  • Behavioral bias
  • Personalization beyond a portfolio
  • Life experiences & identity
  • Implementing flow